Charitable Giving Information
Contributing to causes you care about can be immensely rewarding. Charitable giving can also reduce the giver's income and estate taxes.
A strategic approach to philanthropy can maximize gifts and other benefits. We possess the experience to help our clients bequeath complex assets in an efficient and tax-favorable manner, giving them the opportunity to donate more than they thought possible. When philanthropy is done correctly, every party can obtain benefits from it.
We help you dedicate your assets in a financially sound manner to maximize the benefit to the charities that mean most to you. This process can provide the chosen charity with a greater impact than you originally envisioned. Proper estate planning can even enable you to dedicate more time, effort, and leadership to volunteering for your favorite causes.
We advise clients in a broad range of lifetime gifting strategies, including generation skipping planning, assistance in the preparation of estate and gift tax returns, and representation in estate and trust dispute resolution proceedings.
Common Gifting Strategies
We can advise you on the short- and long-term consequences of utilizing popular ways to donate including:
- Outright Gifts - Real Estate, Property, Stock, or Monies
- Estate Planning - Wills, Trusts, and Foundations
- Charitable Distributions from Qualified Retirement Plans
- Life Insurance
- 529A Able Accounts
- Personal Foundations
- Conservation Easements
Please Contact Us if you would like to know more about how our charitable gifting strategies can benefit you.